Retirement Capital Strategies Ishares Tresg Screened S&P Sma Transaction History

Retirement Capital Strategies

  • $255 Million
  • Q3 2024

A detailed history of Retirement Capital Strategies transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Retirement Capital Strategies holds 10,533 shares of XJR stock, worth $439,226. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,533
Holding current value
$439,226
% of portfolio
0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$37.45 - $42.19 $394,460 - $444,387
10,533 New
10,533 $440,000
Q2 2023

Aug 14, 2023
BUY
$31.98 - $35.12 $697,611 - $766,107
21,814 New
21,814 $763,000
Q1 2021

Apr 29, 2021
SELL
$32.84 - $41.2 $503,305 - $631,431
-15,326 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$25.83 - $33.4 $395,870 - $511,888
15,326 New
15,326 $509,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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